Civic Intelligence

Fairway Wealth Management LLC

Plan context: FAIRWAY WEALTH MANAGEMENT SOCA BENEFIT PLAN

EIN 41-2040353 • Independence, OH • 18 filings • 4 plans

6055 Rockside Woods BlvdNorth #330Independence, OH 44131
Current Snapshot

Latest Year

2020

2020 Participants

18

2020 Assets

$4,182,422

2020 Contributions

$53,970

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$4,182,422$2,091,211$0200520132019YearValue
$4,182,422Latest year 2019

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1890200520122019YearValue
18Latest year 2019

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202010$0$53,970-
FAIRWAY WEALTH MANAGEMENT SOCA BENEFIT PLAN-0$0$53,970-
2019218$4,182,422$283,022$15,723iApproximate average salary by contribution assumption: employee only about $393,086 at 4% or $262,057 at 6%; with 50% employer match about $262,057 at 4% or $174,705 at 6%; with 100% employer match about $196,543 at 4% or $131,029 at 6%.
Fairway Wealth Management LLC 401(K) Profit Sharing Plan & Trust-18$4,178,823$255,884$14,216iApproximate average salary by contribution assumption: employee only about $355,394 at 4% or $236,930 at 6%; with 50% employer match about $236,930 at 4% or $157,953 at 6%; with 100% employer match about $177,697 at 4% or $118,465 at 6%.
FAIRWAY WEALTH MANAGEMENT SOCA BENEFIT PLAN-7$3,599$27,138$3,877iApproximate average salary by contribution assumption: employee only about $96,921 at 4% or $64,614 at 6%; with 50% employer match about $64,614 at 4% or $43,076 at 6%; with 100% employer match about $48,461 at 4% or $32,307 at 6%.
2018117$3,101,214$244,435$14,379iApproximate average salary by contribution assumption: employee only about $359,463 at 4% or $239,642 at 6%; with 50% employer match about $239,642 at 4% or $159,761 at 6%; with 100% employer match about $179,732 at 4% or $119,821 at 6%.
Fairway Wealth Management LLC 401(K) Profit Sharing Plan & Trust-17$3,101,214$244,435$14,379iApproximate average salary by contribution assumption: employee only about $359,463 at 4% or $239,642 at 6%; with 50% employer match about $239,642 at 4% or $159,761 at 6%; with 100% employer match about $179,732 at 4% or $119,821 at 6%.
2017116$3,038,219$229,139$14,321iApproximate average salary by contribution assumption: employee only about $358,030 at 4% or $238,686 at 6%; with 50% employer match about $238,686 at 4% or $159,124 at 6%; with 100% employer match about $179,015 at 4% or $119,343 at 6%.
Fairway Wealth Management LLC 401(K) Profit Sharing Plan & Trust-16$3,038,219$229,139$14,321iApproximate average salary by contribution assumption: employee only about $358,030 at 4% or $238,686 at 6%; with 50% employer match about $238,686 at 4% or $159,124 at 6%; with 100% employer match about $179,015 at 4% or $119,343 at 6%.
2016114$2,456,550$203,921$14,566iApproximate average salary by contribution assumption: employee only about $364,145 at 4% or $242,763 at 6%; with 50% employer match about $242,763 at 4% or $161,842 at 6%; with 100% employer match about $182,072 at 4% or $121,382 at 6%.
Fairway Wealth Management LLC 401(K) Profit Sharing Plan & Trust-14$2,456,550$203,921$14,566iApproximate average salary by contribution assumption: employee only about $364,145 at 4% or $242,763 at 6%; with 50% employer match about $242,763 at 4% or $161,842 at 6%; with 100% employer match about $182,072 at 4% or $121,382 at 6%.
2015112$2,026,333$184,878$15,407iApproximate average salary by contribution assumption: employee only about $385,163 at 4% or $256,775 at 6%; with 50% employer match about $256,775 at 4% or $171,183 at 6%; with 100% employer match about $192,581 at 4% or $128,388 at 6%.
Fairway Wealth Management LLC 401(K) Profit Sharing Plan & Trust-12$2,026,333$184,878$15,407iApproximate average salary by contribution assumption: employee only about $385,163 at 4% or $256,775 at 6%; with 50% employer match about $256,775 at 4% or $171,183 at 6%; with 100% employer match about $192,581 at 4% or $128,388 at 6%.
2014112$1,852,514$169,766$14,147iApproximate average salary by contribution assumption: employee only about $353,679 at 4% or $235,786 at 6%; with 50% employer match about $235,786 at 4% or $157,191 at 6%; with 100% employer match about $176,840 at 4% or $117,893 at 6%.
Fairway Wealth Management LLC 401(K) Profit Sharing Plan & Trust-12$1,852,514$169,766$14,147iApproximate average salary by contribution assumption: employee only about $353,679 at 4% or $235,786 at 6%; with 50% employer match about $235,786 at 4% or $157,191 at 6%; with 100% employer match about $176,840 at 4% or $117,893 at 6%.
2013111$1,515,918$149,643$13,604iApproximate average salary by contribution assumption: employee only about $340,098 at 4% or $226,732 at 6%; with 50% employer match about $226,732 at 4% or $151,155 at 6%; with 100% employer match about $170,049 at 4% or $113,366 at 6%.
Fairway Wealth Management LLC 401(K) Profit Sharing Plan & Trust-11$1,515,918$149,643$13,604iApproximate average salary by contribution assumption: employee only about $340,098 at 4% or $226,732 at 6%; with 50% employer match about $226,732 at 4% or $151,155 at 6%; with 100% employer match about $170,049 at 4% or $113,366 at 6%.
2012110$1,122,774$140,050$14,005iApproximate average salary by contribution assumption: employee only about $350,125 at 4% or $233,417 at 6%; with 50% employer match about $233,417 at 4% or $155,611 at 6%; with 100% employer match about $175,063 at 4% or $116,708 at 6%.
Fairway Wealth Management LLC 401(K) Profit Sharing Plan & Trust-10$1,122,774$140,050$14,005iApproximate average salary by contribution assumption: employee only about $350,125 at 4% or $233,417 at 6%; with 50% employer match about $233,417 at 4% or $155,611 at 6%; with 100% employer match about $175,063 at 4% or $116,708 at 6%.
2011111$851,171$131,997$12,000iApproximate average salary by contribution assumption: employee only about $299,993 at 4% or $199,995 at 6%; with 50% employer match about $199,995 at 4% or $133,330 at 6%; with 100% employer match about $149,997 at 4% or $99,998 at 6%.
Fairway Wealth Management LLC 401(K) Profit Sharing Plan & Trust-11$851,171$131,997$12,000iApproximate average salary by contribution assumption: employee only about $299,993 at 4% or $199,995 at 6%; with 50% employer match about $199,995 at 4% or $133,330 at 6%; with 100% employer match about $149,997 at 4% or $99,998 at 6%.
201019$727,211$123,045$13,672iApproximate average salary by contribution assumption: employee only about $341,792 at 4% or $227,861 at 6%; with 50% employer match about $227,861 at 4% or $151,907 at 6%; with 100% employer match about $170,896 at 4% or $113,931 at 6%.
Fairway Wealth Management LLC 401(K) Profit Sharing Plan & Trust-9$727,211$123,045$13,672iApproximate average salary by contribution assumption: employee only about $341,792 at 4% or $227,861 at 6%; with 50% employer match about $227,861 at 4% or $151,907 at 6%; with 100% employer match about $170,896 at 4% or $113,931 at 6%.
200918$507,076$121,528$15,191iApproximate average salary by contribution assumption: employee only about $379,775 at 4% or $253,183 at 6%; with 50% employer match about $253,183 at 4% or $168,789 at 6%; with 100% employer match about $189,888 at 4% or $126,592 at 6%.
Fairway Wealth Management LLC 401(K) Profit Sharing Plan & Trust-8$507,076$121,528$15,191iApproximate average salary by contribution assumption: employee only about $379,775 at 4% or $253,183 at 6%; with 50% employer match about $253,183 at 4% or $168,789 at 6%; with 100% employer match about $189,888 at 4% or $126,592 at 6%.
200819$283,973$118,882$13,209iApproximate average salary by contribution assumption: employee only about $330,228 at 4% or $220,152 at 6%; with 50% employer match about $220,152 at 4% or $146,768 at 6%; with 100% employer match about $165,114 at 4% or $110,076 at 6%.
Fairway Wealth Management LLC 401(K) Profit Sharing Plan & Trust-9$283,973$118,882$13,209iApproximate average salary by contribution assumption: employee only about $330,228 at 4% or $220,152 at 6%; with 50% employer match about $220,152 at 4% or $146,768 at 6%; with 100% employer match about $165,114 at 4% or $110,076 at 6%.
200718$0$0-
Fairway Wealth Management LLC 401(K) Profit Sharing Plan & Trust-8---
200625$137,293$74,651$14,930iApproximate average salary by contribution assumption: employee only about $373,255 at 4% or $248,837 at 6%; with 50% employer match about $248,837 at 4% or $165,891 at 6%; with 100% employer match about $186,628 at 4% or $124,418 at 6%.
Fairway Wealth Management LLC 401(K) Profit Sharing Plan & Trust-5$137,293$74,651$14,930iApproximate average salary by contribution assumption: employee only about $373,255 at 4% or $248,837 at 6%; with 50% employer match about $248,837 at 4% or $165,891 at 6%; with 100% employer match about $186,628 at 4% or $124,418 at 6%.
Fairway Wealth Management LLC 401(K) Profit Sharing Plan & Trust-5---
200514$51,207$49,586$12,397iApproximate average salary by contribution assumption: employee only about $309,913 at 4% or $206,608 at 6%; with 50% employer match about $206,608 at 4% or $137,739 at 6%; with 100% employer match about $154,956 at 4% or $103,304 at 6%.
Fairway Wealth Management LLC 401(K) Profit Sharing Plan & Trust-4$51,207$49,586$12,397iApproximate average salary by contribution assumption: employee only about $309,913 at 4% or $206,608 at 6%; with 50% employer match about $206,608 at 4% or $137,739 at 6%; with 100% employer match about $154,956 at 4% or $103,304 at 6%.